Document Automation and Contract Management

Sales & Sales Operations

Eliminate waiting for the legal department to draft NDAs and sales contracts. Sales teams can create legally pre-approved sales documents as well as quotes and proposals with Exari Document Assembly and Contract Automation Solutions.

Insurance

Solve the problem of contract uncertainty with “smart” slips, binders, quotes, policies, letters and forms. Create consistent, complex insurance documents in real-time with Exari Document Assembly and Contract Automation Solutions.

Master Agreements

Accelerate the development and improve the management of ISDA master agreements, CSAs, GMRAs or GMSLAs and get visibility into all risk with Exari Document Assembly and Contract Management Solutions.

Legal

Create your own “smart” precedents or templates for faster, more profitable internal drafting of contracts and agreements and offer innovative online document assembly direct to your clients.

Procurement

Whether you're in government or business, the more you buy, the more paperwork you face. Whatever you buy, you need the right RFI, RFP, RFQ, RFT, contract or agreement, and you need the right clauses and schedules to manage your risk.